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Having worked in financial services for over 20 years in client facing roles I have seen and been part of a very wide range of client offerings. I'm experienced in providing financial advice and wealth management solutions to both private and corporate clients.
As a Financial Planning Consultant with AWFP I am proud to be part of a business which is committed to the highest level of client care both at the outset and throughout the relationship.
I try to step in to the client’s shoes and see their unique situation, allowing me understand their objectives. This is essential to putting in place the most effective planning for each and every client. This approach and method to planning enables me to put a clear financial strategy in place for clients and evolve it on an on going basis as their career, business and family go through each stage of development.
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Armstrong Watson LLP is a limited liability partnership registered in England and Wales, number OC415608. The registered office is 15 Victoria Place, Carlisle, CA1 1EW where a list of members is kept. Armstrong Watson LLP is regulated by the Institute of Chartered Accountants in England and Wales for a range of investment business activities. Unless otherwise indicated, either expressly or by the context, we use the word “partner” to describe a member of Armstrong Watson LLP or an employee of Armstrong Watson LLP in their capacity as such.
Armstrong Watson Audit Limited is registered to carry on audit work in the UK and Ireland by the Institute of Chartered Accountants in England and Wales. Registered as a limited company in England and Wales, number 8800970. The registered office is 15 Victoria Place, Carlisle, CA1 1EW.
Armstrong Watson Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Firm reference number 542122. Registered as a limited company in England and Wales, number 7208672. The registered office is 15 Victoria Place, Carlisle, CA1 1EW. Armstrong Watson Financial Planning & Wealth Management is a trading style of Armstrong Watson Financial Planning Limited.
Armstrong Watson Trustees Limited is a limited company registered in England and Wales, number 84495656. The registered office is 15 Victoria Place, Carlisle, CA1 1EW.